ADIA portfolio gains 107% in CY26 as top picks show sharp alpha divergence.

ADIA's Indian holdings rose from Rs 3,720 crore to Rs 3,792 crore this year. While six stocks rallied up to 107%, four others dropped 15% to 21%.

#Nifty

TCS plans a 1GW AI data centre campus in Hyderabad with Rs 70,000 crore investment.

The project marks a significant infrastructure push into the AI sector.

Not investment advice.

#NiftyInfra

🚨 US crude oil inventories plummeted by 4.45M barrels against 1.085M estimates.

This draw significantly exceeds market expectations, tightening supply dynamics.

I break down moves like this every day. Follow to keep up.
#CrudeOil #NiftyEnergy

LATENT VIEW ANALYTICS reports 34.22% revenue growth and 17.23% profit jump in Q2.

Strong performance reflects sustained demand in the analytics space.

Not investment advice.
#LATENTVIEW

India's 7.8% GDP growth struggles to lift NIFTY, which is down 8.6% YTD.

While KOSPI, Nikkei, and Taiwan indices surge up to 60%, soaring crude oil prices above $90 continue to weigh on local sentiment.

#CrudeOil #NiftyEnergy

Sensex and Nifty hit 1-year lows as market uncertainty intensifies.

Escalating tensions between US, Israel, and Iran have wiped out Rs 4,753,333 crore in investor wealth.

#Sensex

View on X

🚨 Rs 15 Lakh Cr wiped out as markets crash 2.5% today.

NIFTY and SENSEX face heavy selling pressure as the Rupee enters free-fall.

Geopolitical volatility from the Iran-US conflict drives the sharp decline.

#Sensex

NSE IPO has cleared SEBI review for 148.9 million shares.

The offer includes no new capital raise.

#Nifty #StockMarket

🚨 Geopolitical escalation fears push Brent crude toward $140 per barrel.

This spike significantly threatens India's import bill and domestic inflation outlook.

Markets are now pricing in higher input costs for oil-dependent sectors.

#CrudeOil #NiftyEnergy

NIFTY and SENSEX extend losing streak to 5 consecutive sessions today.

Broad selling pressure persists as indices fail to hold recovery attempts.

#Sensex

Ignore the 21x Nifty PE as it masks real opportunities at the stock level.

Earnings growth in mid and small-caps remains the primary driver for alpha. Focus on growth potential rather than headline index valuations.

#Smallcap

India's forex reserves surge to a record $740.8 billion.

Strong foreign currency inflows have bolstered the nation's financial buffer significantly.

#BankNifty

Kanohar Electricals plans a Rs 219 crore IPO launching on September 8.

Keep an eye on subscription trends for this upcoming offering.

#Nifty #StockMarket